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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,492 | $75,959-83.6% | $154,114-91.9% | $64,181-80.5% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -7.89% | 30.32%-38.2pp | 735.16%-743.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $797 | $3,350-76.2% | $5,298-84.9% | $2,381-66.5% |
| Participant deferral / active EE | $1,798 | $3,175-43.4% | $5,081-64.6% | $3,470-48.2% |
| Admin fee / account holder | $656 | $5,589-88.3% | $13,411-95.1% | $4,887-86.6% |